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Flatiron Wealth Management Inc.
Su socio de confianza para la planificación financiera personalizada y la gestión de patrimonio en Toronto.
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Insurance
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Su socio de confianza para la planificación financiera personalizada y la gestión de patrimonio en Toronto.
Flatiron Wealth Management Inc. es una firma de asesoría financiera de primer nivel con sede en Toronto, que ofrece servicios integrales de gestión de patrimonio y planificación financiera. Con un enfoque en construir relaciones a largo plazo, el equipo ofrece estrategias personalizadas para inversiones, seguros y planificación de la jubilación para ayudar a los clientes a lograr seguridad financiera y tranquilidad. Conocidos por su enfoque atento y una profunda experiencia, guían a individuos y familias a través de hitos importantes de la vida con claridad y confianza.
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Estrategias a medida para la acumulación de riqueza, la jubilación y transiciones de la vida, alineadas con tus valores y metas.
Supervisión experta y optimización de inversiones para maximizar los rendimientos y minimizar las comisiones para un crecimiento a largo plazo.
Planificación integral de cobertura, que incluye seguro de enfermedad crítica y seguro de vida, para proteger el futuro financiero de tu familia.
Orientación sobre el ahorro, estrategias de ingresos y planificación del legado para darte confianza en tus años de jubilación.
Revisiones periódicas para ajustar los planes, hacer seguimiento del progreso y brindar apoyo continuo ante las necesidades financieras que evolucionan.
Calificación general
Kat Barreca
Over the years, Andrew and his team have been more than just financial advisors—they’ve been genuine partners through every major chapter of my life. From changing jobs, welcoming a baby, and even moving homes, they consistently showed care, clarity, and guidance that aligned with my values and long-term goals. As one of Andrew’s earlier clients, I’ve seen firsthand how his advice pays off. Decisions I made with his support—like investing in critical illness coverage—ended up being worth every penny and provided security at times when it mattered most. His recommendations are never rushed or transactional; they’re thoughtful, grounded, and focused on building a future that reflects the life I want for my family. Andrew and his team are caring, knowledgeable, and genuinely invested in their clients’ success and life goals.I’m incredibly grateful for the stability, confidence, and direction Flatiron Wealth Management helped create for us.
Melissa Laviolette
Andrew and his team are amazing to work with! From the very beginning they have been very helpful in assisting me with navigating my portfolio every step of the way. I am incredibly grateful for their insight, knowledge, and expertise. I would recommend anyone seeking financial planning support to connect with them as they come highly recommended!
Adam Barnett
I still remember my first meeting with Andrew Sheppard. At the time, I was young enough that financial planning seemed like something which happened to other people, but that all changed on that day in 2012. A dozen years later, I can say that both the process and the results are exactly what I need, and I'm so glad that I got started when I did. Working with Andrew has been consistently fantastic, and my long-term portfolio results are testament to his foresight. He never rests on his laurels, and is always looking for opportunities to minimize fees and maximize the potential of my assets. As a bonus, he's fun to chat with. Andrew has built a team of smart, dedicated, and friendly professionals who work alongside him make the right things happen on time, every time. If you're looking for excellence in financial planning: this is it right here.
Trevor Morgan
We have been working with Andrew Sheppard and his team at Flat Iron Wealth Management for over eight years. The impact they’ve had on my family and me is immeasurable. Prior to partnering with Andrew, we were financially responsible but often felt insecure and anxious about our future. Thanks to the thoughtful advice and strategic moves recommended by Andrew and his team, we now feel confident about our financial future. This peace of mind has allowed us to focus on what truly matters—enjoying life and spending quality time together. We are deeply grateful to Andrew and his team and would highly recommend them to anyone looking to take control of their financial future.
Melanie Fallon
I’ve worked with Andrew and team for over 10 years. Best choice I’ve ever made! My family and I are set up with a solid financial plan thanks to this group’s knowledge and dedication. And best of all, they care! They really do have our best interests at heart! The plans and products they recommend are the very same they utilize for their own families. You can 100% expect quality and reliable services from a great group of people. I always look forward to our annual meetings!
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